Newman Dignan & Sheerar, Inc.

RIA/Wealth

Newman Dignan & Sheerar, Inc. is a RIA/Wealth based in Providence, RI led by John Paul Sheerar, reporting $669.2M in AUM as of Q3 2025 with 57% ETF concentration.

PresidentJohn Paul Sheerar

Portfolio Value: $462.7M
Positions: 179
Top Holding: SCHX at 8.79%
Last Reported: Q3 2025

Address260 West Exchange Street, Suite 302, Providence, RI, 02903, United States

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Newman Dignan & Sheerar, Inc.'s latest filing

See all changes

GthenC

Market Value

$462.7M

Prior: $434.7M

Q/Q Change

+6.44%

+$28.0M

Net Flows % of MV

-1.27%

Turnover Ratio

2.34%

New Purchases

3 stocks

$693.6K

Added To

53 stocks

+$6.9M

Sold Out Of

20 stocks

$3.3M

Reduced Holdings

87 stocks

-$10.2M

Increased Positions

Position	Shares Δ	Change
1 JPMorgan Equity Premium Income JEPI	New	0 → 4.6K +$263.3K
2 iShares iBonds Dec 2032 Term Corporate IBDX	New	0 → 8.5K +$216.9K
3 Bank of New York Mellon BK	New	0 → 2.0K +$213.5K
4 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI	+60.77%	67.3K → 108.2K +$2.1M
5 iShares iBonds Dec 2031 Term Corporate IBDW	+47.57%	27.8K → 41.0K +$280.2K

Decreased Positions

Position	Shares Δ	Change
1 iShares iBonds Dec 2025 Term Muni Bond IBMN	Sold	17.3K → 0 −$462.5K
2 iShares iBonds Dec 2025 Term Corporate IBDQ	Sold	17.8K → 0 −$447.4K
3 SoFi Technologies, Inc. SOFI	Sold	20.1K → 0 −$366.3K
4 Target TGT	Sold	3.5K → 0 −$348.3K
5 LKQ LKQ	Sold	8.3K → 0 −$308.0K